Josef

Josef

INSURANCE VIRTUAL ASSISTANT | AUTO INSURANCE & TRAINING SPECIALIST

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Auto insurance & policy servicing, training & team development, Applied Epic, PL Rater, bilingual client communication

Insurance Virtual Assistant with auto insurance, training, and team leadership experience

EMPLOYMENT SUMMARY

Josef has worked in customer service, insurance support, training, and case management roles primarily within the auto insurance industry. He supported policyholders across multiple U.S. states, handled insurance-related inquiries, and later led training initiatives that improved employee performance and department results. His experience also includes legal case management support related to auto insurance matters.

EMPLOYMENT HISTORY

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

EF ENGLISH TEST RESULT

90/C1

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

S
Josef is an Insurance Virtual Assistant with over 3 years of experience supporting auto insurance operations across multiple U.S. states. He has experience in customer service, policy servicing, broker support, underwriting assistance, claims-related inquiries, and insurance training. He progressed from Customer Service Representative to Customer Service Trainer Lead, gaining leadership experience while improving training processes and team performance. He also has experience as a Case Manager supporting auto-insurance related legal cases.
Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.
Demonstrate advanced English proficiency in professional and everyday communication. Shows strong comprehension, fluent speaking abilities, and effective written communication skills.
Auto InsurancePersonal LinesQuoting SupportPolicy ServicingRenewalsEndorsementsCancellationsUnderwriting SupportBroker SupportClaims SupportCustomer ServiceTraining DeliveryTeam LeadershipKPI ReportingDocument ReviewCarrier QuotingUnderwriting ReviewPayment Follow-up
TurboRater
Salesforce
HubSpot
NowCerts
Python
Postman
Adobe Photoshop
RingCentral
Zoom
Slack
Xebee
Carrier Software
Google Workspace
Microsoft Office
Noise-Cancelling Headset
Two-Monitor Setup

Altman Nussbaum Shunarah - Trial Attorneys

Case manager

February 2026 - March 2026

I worked as a case manager for an attorneys office located in Massachusets, USA.
It was a temporary work experience that helped understand the law-side of auto-insurance demands.
I gained further knowledge in the auto-insurance area as well as its terminologies.

Staff Boom Peru

Customer Service Trainer Lead

January 2024 - July 2025

I worked as a Trainer Lead for “Aspire General Insurance”, a company located in California, USA.
It was a great experience that definitely helped me to improve my analytical and communicative skills.
I acquired extensive knowledge in different areas by managing large groups of people in different countries such as: Philippines, Mexico, Peru and USA.
I built from scratch a knowledge base, as well as a new competent training format for the area.
Achieved the monetization of certificates as an additional motivation technique focused on workers with outstanding results in the training process. (2024)
Improved the performance of the new hires on the account by 57%
I won a recognition award for outstanding performance in this role. (2024)
I achieved recognition for the most competent and best developed department team in the account. (2024)
I created a complete reinforcement process that helped the department improvement by 31%. (2025)
I participated as a creative support in the creation, organization, direction and edition of various activities in the company such as: Recommendation surveys towards superiors, Monthly performance recognition, Creative reinforcement, Organization and presentation of teams and their metrics, Various corporate events, etc.

Staff Boom Peru

Customer Service Representative

April 2022 - January 2024

I worked as a bilingual customer service representative for “Aspire General Insurance”, handling 3 states in the US: California, Michigan and Arizona.
It was a great experience that developed my technical and psychosocial skills to a great extent.
I improved my ability to work efficiently under deadlines, under pressure and multitasking.
I broadened my knowledge of insurance and how it is maintained.
I enhance my ability to deal practically and effectively with clients of varying personalities.
I ameliorated my English speaking skills.

A1

Can understand and use familiar everyday expressions and basic questions about personal details.

A2

Can have very short social exchanges and give information on familiar and routine matters when traveling.

B1

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

B2

Can communicate confidently in a variety of academic and professional environments.

C1

Can use the language flexibly and effectively for social, academic and professional purposes.

C2

Can interact with ease and can differentiate their shades of meaning.

Instituto Centro Cultural LidemPerú

Basic, Intermediate and Advanced English Language Study

May 2019 - March 2022

https://youtu.be/tX_iQcyT-RQ